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iShares S&P 500 Growth ETF
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Overview Fund Activity

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$164M
2
UCFA
2
United Capital Financial Advisors
Texas
$87.1M
3
SAS
3
Sage Advisory Services
Texas
$145M
4
QA
4
Quantitative Advantage
Minnesota
$64.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$22M
3
AP
3
Advisors Preferred
Maryland
$190K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$43.8M
5
US Bancorp
5
US Bancorp
Minnesota
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOH
101
Bank of Hawaii
Hawaii
$4.73M +$56.2K +2,252 +1%
CS
102
Comerica Securities
Michigan
$4.66M -$44.2K -1,772 -0.9%
CMP
103
Courage Miller Partners
Virginia
$4.55M +$326K +13,052 +8%
Deutsche Bank
104
Deutsche Bank
Germany
$4.48M -$2.02M -80,928 -31%
HighTower Advisors
105
HighTower Advisors
Illinois
$4.33M +$390K +15,608 +10%
AIM
106
Acropolis Investment Management
Missouri
$4.3M -$160K -6,424 -4%
BB
107
Busey Bank
Illinois
$4.19M -$20K -800 -0.5%
PAG
108
Private Advisor Group
New Jersey
$4.06M +$1.06M +42,464 +35%
HC
109
HHG & Company
Connecticut
$3.75M – – –
CWM
110
Cranbrook Wealth Management
Michigan
$3.68M +$19.9K +796 +0.5%
BIM
111
BlackRock Investment Management
Delaware
$3.63M +$72.7K +2,912 +2%
IH
112
IFC Holdings
Florida
$3.56M +$450K +18,212 +14%
SAM
113
Securian Asset Management
Minnesota
$3.49M +$579K +23,200 +20%
JRP
114
Jasper Ridge Partners
California
$3.46M – – –
VFS
115
VSR Financial Services
Kansas
$3.38M -$746K -29,888 -18%
ST
116
Smithfield Trust
Pennsylvania
$3.21M -$1.68M -67,448 -34%
PP
117
Palladium Partners
Virginia
$3.11M +$9.98K +400 +0.3%
HJA
118
Hugh Johnson Advisors
New York
$3.09M +$79.3K +3,176 +3%
WP
119
WMS Partners
Maryland
$3.09M -$10.5K -420 -0.3%
FWM
120
Focused Wealth Management
New York
$3.08M -$178K -7,144 -5%
Invesco
121
Invesco
Georgia
$3.06M -$647K -25,932 -17%
SAM
122
Sequent Asset Management
Texas
$2.94M – – –
PMG
123
ProVise Management Group
Florida
$2.9M +$589K +23,612 +25%
AA
124
Alesco Advisors
New York
$2.87M +$79.9K +3,200 +3%
FAAS
125
First Allied Advisory Services
California
$2.83M -$459K -18,440 -14%
3 4
5
6 7